Referral Source Prospecting

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Postcard # PR001-M

Postcard # PR002-M

Postcard # PR003-M

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FRONT: Excellence. You demand it from yourself. You want it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: Although you may be satisfied with the current mortgage professional you refer your clients to, it can often be advantageous to work with more than one advisor in this arena. I’d appreciate the opportunity
to take just a few minutes
of your time to explain how our “excellence” can benefit both your business and
your clients.

FRONT: Integrity. You demand it from yourself. You want it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: Unfortunately, integrity has become a value sadly absent from many business practices. However some professionals still value such traits as honesty, character and integrity. If you would like to refer your clients to a mortgage consultant who not only offers great advice, rates and products, but high standards as well, I’d like to meet with you and explore the possibilities.

FRONT: Direction. You value it in your business. You provide it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: When one of your clients requires crucial information on a mortgage or a refinance, you wouldn’t refer them to someone who will merely quote rates. You want a mortgage consultant who understands the long and short term implications of one financing product vs. another. Give me a call to talk about how I might benefit you and your business.

Postcard # PR004-M

Postcard # PR005-M

Postcard # PR006-M

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FRONT: Information. You value it in your business. You provide it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: Receiving the right financing information at the right time can be critical for your clients and for your business. If you would like to form a professional referral relationship with a mortgage lender who takes their commitment to excellence seriously please give me a call.

FRONT: Communication. You value it in your business. You provide it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: One of the most frustrating situations has to be chasing down information on your client’s financing. If you are ready to work with a mortgage professional who believes communicating loan status should be automatic, give me a call. My job is to make your job easier.

FRONT: Knowledge. You value it in your business. You provide it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: It’s difficult, if not impossible, to be an expert in every field that is important to your clients. So when it comes to advising them on home financing options, turn to an expert who can guide you (and them) to the best possible solution to fit their specific and individual needs.

Postcard # PR007-M

Postcard # PR008-M

Postcard # PR009-M

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FRONT: Honesty. You demand it from yourself. You want it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: Your business is too important to refer your valued clients to just anyone. If you’d like to work with a mortgage consultant who holds the same high standards as you -such as honesty, integrity, loyalty and dependability, please give me a call. I’d like to explore how we
might benefit each other’s businesses.

FRONT: Answers. You value them in your business. You provide them for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: Providing timely answers to your client’s financing questions should be common with any mortgage professional you refer your clients to. However keeping you consistently informed of a client’s loan status (before you even ask the question), is rare. If you would like to work with an exceptional mortgage professional, please give me a call.

FRONT: Skill. You demand it from yourself. You want it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: If all it took were quoting rates, there would be no allegiance to any mortgage professional. Knowledge of the industry and products, combined
with the skill to match the right program with the client’s needs and abilities are critical when it comes to making sure their loan goes through smoothly and
quickly. Give me a call - I have the skill and knowledge your clients need.

Postcard # PR010-M

Postcard # PR011-M

Postcard # PR012-M

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FRONT: Timeliness. You value it in your business. You provide it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: On time. Every time... Answers to your client’s financing questions. Rates. Program comparisons. Pre-approvals. Full approvals. Status updates. Closing statements. And actual closings... on time. It’s my commitment to you. How? Let me worry about that... because you shouldn’t
have to.

FRONT: Service. You value it in your business. You provide it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: Service has become an overused and seldom performed sentiment. If you would like to refer your clients to a mortgage professional who still thinks of the word “service” as a personal vow to treat customers the way they would love to be treated, I would also like to work with you.

FRONT: Dependability. You demand it from yourself. You want it for your clients. Why shouldn't you expect it from the mortgage professional you refer your clients to?

BACK: When you refer a client to a mortgage consultant for guidance you should be able to breathe a sigh of relief. You should know beyond a doubt your client will be given the best possible advice, the widest range of products and the most extraordinary service imaginable. If you are ready to work with a truly dependable mortgage professional, give me a call.


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